Evergreen Wealth Solutions’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Evergreen Wealth Solutions’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Sell
2025 Q1	$2.06M	Sell
2024 Q4	$2.17M	Buy
2024 Q3	$279K	Buy
2024 Q2	$256K	Buy